Isai
Juarez
Centaurus Financial, Inc
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About this Advisor
Isai Juarez is a financial advisor operating out of Anaheim, California, with 4 years of industry experience. Juarez is currently employed by Centaurus Financial, Inc. Throughout their career, Juarez has worked at J. Morgan Securities LLC, J.P. Morgan Chase Bank, Strategy Wealth Management, Psp Financial Group, Centaurus Financial Inc, Self Dba Premire Hookah Supplies and Centaurus Financial, Inc. Juarez holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Arizona, California, Nebraska, Nevada, New Jersey, Oklahoma and Texas. Centaurus Financial, Inc is a company operating out of Anaheim, CA. The firm has offices in 174 locations and a total of 616 employees. It controls $5 billion in total assets among its 32,255 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. Of its 32,255 customer accounts, just 1% belong to high-net-worth investors who have more than $1 million in assets available to invest. The business performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services and educational seminars. Financial advisory fees typically are based on which services the firm provides the client. However, fee types billed by Centaurus Financial, Inc may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centaurus Financial, Inc Brokerage Details
$4,564,124,620
616
32,255
$141,501
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
Isai Juarez Work History
Isai has been registered as a financial advisor for 4 years.*
Centaurus Financial, Inc
Self Dba Premire Hookah Supplies
J. Morgan Securities LLC
J.P. Morgan Chase Bank
Strategy Wealth Management
Centaurus Financial Inc
Psp Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Isai Juarez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Centaurus Financial, Inc
North Hills, CA
Norwood, MA
Simpsonville, SC
Union City, TN
Arroyo Grande, CA
Anaheim, CA
Shelton, CT
Biloxi, MS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
